| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST STE 2400 SAN FRANCISCO, CA 94104 | KAISER FOUNDATION HEALTH PLAN INC. | $27K | — | $27K | 0.60% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | KAISER FOUNDATION HEALTH PLAN INC. | $14K | — | $14K | 0.31% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1401 WILLOW PASS ROAD SUITE 850 CONCORD, CA 94520 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | $11K | — | $11K | 2.18% |
| AON CONSULTING INC3 | PO BOX 905494 CHARLOTTE, NC 28290 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | -$914 | — | -$914 | -0.18% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3820 MEDIA CENTER DR BLDG 6 STE 120 LOS ANGELES, CA 90065 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $69K | — | $69K | 14.31% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 350 HUDSON ST 4TH FL NEW YORK, NY 10014 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $10K | $10K | 2.04% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | LIFE INSURANCE COMPANY OF NORTH AMERICA | -$9K | — | -$9K | -1.84% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3820 MEDIA CENTER DR BLDG 6 STE 120 LOS ANGELES, CA 90065 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $62K | — | $62K | 16.42% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $9K | — | $9K | 2.32% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 350 HUDSON ST 4TH FL NEW YORK, NY 10014 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $8K | $8K | 2.17% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102159 PASADENA, CA 91189 | VISION SERVICE PLAN | $6K | — | $6K | 2.09% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 606731298 | VISION SERVICE PLAN | $322 | — | $322 | 0.11% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST STE 2400 SAN FRANCISCO, CA 94104 | KAISER FOUNDATION HEALTH PLAN INC. | $2K | — | $2K | 0.64% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3820 MEDIA CENTER DR BLDG 6 STE 120 LOS ANGELES, CA 90065 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $35K | — | $35K | 16.02% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 350 HUDSON ST 4TH FL NEW YORK, NY 10014 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $6K | $6K | 2.69% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | LIFE INSURANCE COMPANY OF NORTH AMERICA | -$5K | — | -$5K | -2.16% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST STE 2400 SAN FRANCISCO, CA 94104 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $14K | — | $14K | 8.61% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 60673 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | -$3 | — | -$3 | -0.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3820 MEDIA CENTER DR BLDG 6 STE 120 LOS ANGELES, CA 90065 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $9K | — | $9K | 11.94% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 350 HUDSON ST 4TH FL NEW YORK, NY 10014 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $1K | $1K | 1.34% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 2,789 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,801 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 672 | $5.3M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 657 | $163K |
| Vision | VISION SERVICE PLAN | 2,256 | $288K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,330 | $485K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 587 | $378K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 458 | $217K |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 672 | $5.3M |
| Other(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 3,222 | $239K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,330 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.